Integrated Wealth Concepts’s Freeport-McMoran FCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.55M Buy
94,481
+58,083
+160% +$3.51M 0.04% 388
2025
Q4
$1.85M Sell
36,398
-40,674
-53% -$1.76M 0.02% 557
2025
Q3
$3.02M Buy
77,072
+13,497
+21% +$585K 0.03% 529
2025
Q2
$2.76M Buy
63,575
+12,098
+24% +$459K 0.03% 515
2025
Q1
$1.95M Buy
51,477
+503
+1% +$19.2K 0.02% 584
2024
Q4
$1.94M Buy
50,974
+1,926
+4% +$86.2K 0.02% 566
2024
Q3
$2.45M Sell
49,048
-705
-1% -$31.8K 0.03% 491
2024
Q2
$2.42M Buy
49,753
+2,163
+5% +$109K 0.03% 455
2024
Q1
$2.24M Sell
47,590
-4,146
-8% -$167K 0.03% 484
2023
Q4
$2.2M Buy
51,736
+1,455
+3% +$53.7K 0.04% 444
2023
Q3
$1.87M Buy
50,281
+219
+0.4% +$8.82K 0.03% 475
2023
Q2
$2M Buy
50,062
+2,676
+6% +$102K 0.03% 464
2023
Q1
$1.94M Buy
47,386
+38,768
+450% +$1.61M 0.04% 424
2022
Q4
$327K Sell
8,618
-2,315
-21% -$80.9K 0.01% 789
2022
Q3
$299K Buy
10,933
+2,088
+24% +$61.1K 0.01% 735
2022
Q2
$259K Sell
8,845
-9,306
-51% -$372K 0.01% 801
2022
Q1
$903K Buy
18,151
+5,238
+41% +$232K 0.03% 418
2021
Q4
$539K Sell
12,913
-110
-0.8% -$4.18K 0.02% 598
2021
Q3
$424K Sell
13,023
-16,728
-56% -$589K 0.01% 613
2021
Q2
$1.1M Buy
29,751
+5,420
+22% +$211K 0.04% 338
2021
Q1
$801K Buy
24,331
+7,701
+46% +$250K 0.03% 345
2020
Q4
$433K Buy
+16,630
New +$346K 0.02% 443

Other funds holding FCX

Integrated Wealth Concepts's FCX Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Freeport-McMoran (FCX) stake by 160% in Q1 2026, buying an estimated $3.51M and bringing the position to 94,481 shares worth $5.55M. The position accounts for 0.04% of the portfolio, ranked #388.

Integrated Wealth Concepts first reported a position in FCX in Q4 2020 and has held it in 22 quarters since. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Integrated Wealth Concepts held 94,481 shares of Freeport-McMoran worth $5.55M as of Q1 2026.
  • Integrated Wealth Concepts bought 58,083 Freeport-McMoran shares in Q1 2026, an estimated $3.51M.
  • Freeport-McMoran made up 0.04% of Integrated Wealth Concepts's portfolio in Q1 2026, its #388 holding.
  • Integrated Wealth Concepts first reported a position in Freeport-McMoran in Q4 2020 and has held it in 22 quarters since.
  • 1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.